As high-net-worth individuals and families think about building generational wealth, they are looking for ways to create a legacy that spans...
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Where we break down smart investing strategies to help you build lasting wealth...

25 bps? 50 bps? 75 bps? What Will The Fed Do in 2024?
Federal Reserve Chair Jerome Powell has outlined two potential scenarios for cutting interest rates this year: a retreat in inflation or a w...

How to Overcome Lack of Experience When Syndicating Your First Deal
If you’ve participated in a real estate deal as a passive investor, you’ve had the opportunity to gain a first-hand look at how a syndicator...

Why Value Add Deals are Smart Investments and Why You Should Invest in Them
Many passive investors who are looking at investment opportunities, often look to commercial and multifamily investment properties. But it’s...

What Should You Do If Your Passive Investment Failed?
Let me begin by stating the obvious: No investment is 100% safe. This is true for real estate, the stock market, angel investing (startups),...

There Are Two Types of Investors – Which One Are You?
I live in one the most expensive places in the U.S. – real estate wise. Southern California, and especially in the Los Angeles area, has see...

The 5 Key Deal Components Passive Investors Must Examine Closely
As a passive investor, you receive deal packages and executive summaries from syndicators, and most of the time they all look great. As a fo...

Why Multifamily Syndication is a Better Investment than a Single Family Home
Investing in single family properties can have some benefits and for many, it’s where most get their start in real estate. However, investin...